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Opinion
Opinion
July 14, 2026
Why the traditional sector classification no longer works
The GICS, the globally used sector classification system for publicly traded companies introduced in…
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Opinion
July 13, 2026
The hidden cost of an IPO
On June 4, S&P Dow Jones may have saved your S&P500 index funds from a hidden bill. The index…
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Opinion
July 13, 2026
Chart of the week: risk bubble
AI stocks have stolen the spotlight for years. Over the past few months, that trend has become so…
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Opinion
July 7, 2026
Climate is no longer hot. The energy transition still is
Under the headline Climate (Change) Is No Longer Hot, Dutch financial daily Het Financieele Dagblad…
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Opinion
July 6, 2026
Chart of the week: they got it wrong again!
By now, it no longer surprises me that gurus who repeatedly predict apocalypses, stock market…
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Opinion
June 30, 2026
The robotaxi changes more than just transportation
Driving is the most common occupation among men. Whether it is taxi drivers, truck drivers, or…
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Opinion
June 29, 2026
The alpha hiding on the wrong side
Twelve machine learning models are given the same data and the same question: what will this stock…
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Opinion
June 26, 2026
Chart of the week: the Great Rebalancing: slowly but surely
Every year, I look forward to the reports outlining the strategic decisions of institutional…
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Opinion
June 26, 2026
The ECB continues to act irresponsibly
Charles Dickens opened A Tale of Two Cities with the immortal words, “It was the best of times, it…
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Opinion
June 22, 2026
Chart of the week: the oil price is also determined in the East
Finally: peace between Iran and the United States has been signed. And so we may hope for at least a…
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